ESGV vs. STRN

Last updated Jul 17, 2026

ESGV (Vanguard ESG U.S. Stock ETF) and STRN (SMART Trend ETF) are both exchange-traded funds - ESGV is a Large Cap Blend Equities fund tracking the FTSE US All Cap Choice Index, while STRN is a Actively Managed fund actively managed by SmartWay. ESGV is passively managed, while STRN is actively managed. Their correlation of 0.81 suggests significant overlap in exposure. ESGV charges 0.09%/yr vs 0.59%/yr for STRN.

Performance

ESGV vs. STRN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard ESG U.S. Stock ETF (ESGV) and SMART Trend ETF (STRN). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, ESGV achieves a 10.61% return, which is significantly lower than STRN's 19.31% return.

ESGV

• 1D: -0.62%
• 1M: 0.67%
• 6M: 9.51%
• YTD: 10.61%
• 1Y: 21.63%
• 3Y*: 19.76%
• 5Y*: 11.92%
• 10Y*: —

STRN

• 1D: -3.03%
• 1M: -6.46%
• 6M: 14.02%
• YTD: 19.31%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

ESGV vs. STRN - Yearly Performance Comparison

	2026 (YTD)	2025
ESGV Vanguard ESG U.S. Stock ETF	10.61%	7.06%
STRN SMART Trend ETF	19.31%	10.48%

Correlation

The correlation between ESGV and STRN is 0.81, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Aug 20, 2025	0.81

Return for Risk

ESGV vs. STRN — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ESGV

ESGV Risk / Return Rank: 53
ESGV Sharpe Ratio Rank: 56
ESGV Sortino Ratio Rank: 54
ESGV Omega Ratio Rank: 54
ESGV Calmar Ratio Rank: 45
ESGV Martin Ratio Rank: 56

STRN

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ESGV vs. STRN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard ESG U.S. Stock ETF (ESGV) and SMART Trend ETF (STRN). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	ESGV	STRN	Difference
Sharpe ratio: Return per unit of total volatility	1.53	—	—
Sortino ratio: Return per unit of downside risk	2.13	—	—
Omega ratio: Gain probability vs. loss probability	1.28	—	—
Calmar ratio: Return relative to maximum drawdown	1.87	—	—
Martin ratio: Return relative to average drawdown	7.68	—	—

Drawdowns

ESGV vs. STRN - Drawdown Comparison

The maximum ESGV drawdown since its inception was -33.66%, which is greater than STRN's maximum drawdown of -15.43%. Use the drawdown chart below to compare losses from any high point for ESGV and STRN.

Drawdown Indicators

	ESGV	STRN	Difference
Max Drawdown Largest peak-to-trough decline	-33.66%	-15.43%	-18.23%
Max Drawdown (1Y) Largest decline over 1 year	-11.60%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-20.41%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-28.81%	—	—
Current Drawdown Current decline from peak	-1.00%	-8.89%	+7.89%
Average Drawdown Average peak-to-trough decline	-6.37%	-3.00%	-3.37%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.82%	—	—

Volatility

Volatility by Period

	ESGV	STRN	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.97%	—	—
Volatility (6M) Calculated over the trailing 6-month period	11.45%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	14.21%	26.85%	-12.64%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.50%	26.85%	-8.35%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.54%	26.85%	-6.31%

ESGV vs. STRN - Expense Ratio Comparison

ESGV has a 0.09% expense ratio, which is lower than STRN's 0.59% expense ratio.

Dividends

ESGV vs. STRN - Dividend Comparison

ESGV's dividend yield for the trailing twelve months is around 0.86%, more than STRN's 0.15% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018
ESGV Vanguard ESG U.S. Stock ETF	0.86%	0.91%	1.04%	1.16%	1.42%	0.95%	1.11%	1.27%	0.28%
STRN SMART Trend ETF	0.15%	0.18%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both ESGV and STRN in my portfolio?

ESGV and STRN have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, ESGV or STRN?

On fees, ESGV is cheaper at 0.09% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, ESGV or STRN?

ESGV is cheaper with a 0.09% expense ratio, compared with 0.59% for STRN.

Which ETF pays a higher dividend yield, ESGV or STRN?

ESGV has the higher dividend yield at 0.86%, compared with 0.15% for STRN.

What is the main difference between ESGV and STRN?

ESGV is categorized as Large Cap Blend Equities, while STRN is Actively Managed. They also come from different issuers: Vanguard and SmartWay. Their fees differ too: 0.09% for ESGV and 0.59% for STRN.